IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$897K 0.24%
+17,475
102
$887K 0.24%
9,525
+3,320
103
$878K 0.24%
15,339
+80
104
$877K 0.24%
100,850
+22,450
105
$876K 0.24%
7,417
-353
106
$868K 0.23%
20,856
+2,962
107
$867K 0.23%
15,688
-1,250
108
$861K 0.23%
37,787
+5,767
109
$848K 0.23%
10,035
-2,740
110
$848K 0.23%
25,795
+15,282
111
$841K 0.23%
22,169
-190
112
$836K 0.23%
9,488
+2,090
113
$829K 0.22%
7,460
+3,330
114
$826K 0.22%
12,823
+488
115
$824K 0.22%
+39,400
116
$822K 0.22%
55,965
+8,841
117
$817K 0.22%
8,724
-412
118
$817K 0.22%
19,685
+280
119
$817K 0.22%
21,470
-16,160
120
$815K 0.22%
9,421
+2,110
121
$812K 0.22%
12,246
-165
122
$803K 0.22%
9,840
+230
123
$797K 0.21%
25,610
-2,730
124
$795K 0.21%
8,665
+2,004
125
$791K 0.21%
20,974
+4,666
3 4
5
6 7